Tools, Templates, and Resources

This set of documents is intended to provide an organized resource for the tools, templates, and other resources needed to conduct clinical and translational research at OHSU.  Let the OCTRI Navigator know if there is anything else that would be helpful for you to see here:

OCTRI publication acknowledgement

Help us continue our support by citing the OCTRI grant on all papers and presentations that have benefited from OCTRI services, tools or funding.  Supported papers are an important metric for all CTSAs.

OCTRI Grant Numbers July 2017 — current

  • CTSA award No.: UL1TR002369
  • For TL1 Scholars, award No.: TL1TR002371
  • For KL2 Scholars, award No.: KL2TR002370

NIH-supported research acknowledgement

All grantee publications, including research publications and press releases must acknowledge NIH support, along with other publications or documents that cover research funded by NIH. Please include the following statements:

  • A specific acknowledgment of NIH grant support, such as: "Research reported in this [publication/press release] was supported by the National Center for Advancing Translational Sciences of the National Institutes of Health under award number UL1TR0002369."
  • A disclaimer that says: "The content is solely the responsibility of the authors and does not necessarily represent the official views of the National Institutes of Health."

Questions about citations or the public access policy?

Contact Robin Champieux at the OHSU Library at 503-494-2770 or

A sample of OCTRI's boiler plate template for inclusion in funding proposals can be downloaded below.  

If you are submitting a funding application with specific OCTRI resources, you must request a cost estimate to include in the proposal budget. Without a cost estimate on file we cannot guarantee the resources you plan on using will be available or feasible for your project. 

Please complete our Resource Request Form to submit a request for a cost estimate and letter of support. 

Download OCTRI boiler plate template.

Scope of practice for research assistants/associates

Research coordinator training requirement checklist

Study-specific training sign-in log — an example of an in-service document log

Delegation of authority log

Epic access for OHSU research staff request form (Note: Epic research class required prior to access)

Epic access for research monitors/auditors request form

Epic for Research forms and tools (ITG's Bridge Site)

Care Everywhere FAQ for use guidance related to research

Clinical trial regulatory file checklist

Clinical trials registration ( quality control checklist

FDA audit checklist

FDA Inspection Guidance

Audit medical record request

Laboratory list/log — an example of a log to document the laboratories that will be used in a study and the contact information for each laboratory

Subject ID card template — used for subjects to know contact information and where research is being conducted

Subject drug log — an example of a log to be used for a research subject to track taking their study drug

Protocol violation documentation form — an example of a form that can be used to document protocol violations and deviations

Specimen log — an example of a form to track the collection and distribution of study-related biological specimens

Study management checklist — an example of a checklist of tasks required for the management of a clinical study

Scheduling Research Patients in Epic, see Tip Sheet on the Epic for Research Bridge Site

Subject reimbursement ClinCard - the OHSU approved research participant payment process

Knight Cancer Institute

Study subject tracking workbook examples 

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Ready to discuss your needs?  

Contact an OCTRI Navigator for guidance and support.  


Resource Request Form

Need additional research support?

Explore the OHSU Research Cores and Shared Resources.

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